Jane Elizabeth Marchand
Investment adviser representative at Marchand Faries Financial Management, Inc.
30 yearsExperience
1 stateRegistered in
$138.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Marchand Faries Financial Management, Inc.Mar 1997 to now
- Marchand Faries Financial MgmtJan 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (FL).
Marchand Faries Financial Management, Inc.
$138.7MAssets managed
90Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275496
- Firm CRD
- 107813